An investment blog run by four friends. As they say - It is amazing how much you can accomplish when it doesn't matter who gets the credit.
posted by Vinod at 6:26:00 PM
VSP, Great article. Thanks for sharing the link. I am a big follower of Joel Greenblatt (of the You can be a stock market genius fame) and insider buying.While greenblatt exclusively talks about the returns of spinoffs (FSL, THI come to mind right away), I have noticed that all the spinoffs in the last 2 years have done good to great.No company which has insiders buying has gone down so far. Not that I know of atleast.NEU might deserve some attention here, and so does NVR.
All the points mentioned in the article are tenets on which the Hidden Gems stock picking is based. But we chose not to use any recommendation from there and also chose to discontinue our subscription as a result. :-(
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